Saxon Interests, Inc. Portfolio Holdings

Saxon Interests, Inc.

  • $254 Million
  • Q3 2025

Saxon Interests, Inc. has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $254 Million distributed in 209 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $24.4M, Apple Inc. with a value of $11.2M, Ishares Russell 1000 Gr ETF with a value of $11M, Vanguard Total Stock Market Et with a value of $8.37M, and Microsoft Corp with a value of $8.21M.

Examining the 13F form we can see an increase of $30.4M in the current position value, from $224M to 254M.

Below you can find more details about Saxon Interests, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $254 Million
ETFs: $137 Million
Technology: $39.1 Million
Financial Services: $16 Million
Consumer Cyclical: $13 Million
Energy: $12.1 Million
Industrials: $11 Million
Communication Services: $9.65 Million
Healthcare: $8.71 Million
Other: $7.05 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.09B
$663,000 0.26% of portfolio
10,000
Q3 2025 Reduced 0.15%
$3.29B
$375,000 0.15% of portfolio
21,926
Q3 2025 New
$4.81B
$312,000 0.12% of portfolio
7,237
Q3 2025 New
$5.82B
$286,000 0.11% of portfolio
19,839
Q3 2025 New
$9.38B
$260,000 0.1% of portfolio
8,242
Q3 2025 New
$2.98B
$203,000 0.08% of portfolio
10,146
Q3 2025 Added 0.45%
$3.93B
$215,000 0.08% of portfolio
16,867
Q3 2025 New
$5.08B
$97,000 0.04% of portfolio
13,450
Q3 2025 New
$2.96B
$55,000 0.02% of portfolio
11,000
Q3 2025 Reduced 0.36%

Summary

  • Portfolio
  • No. of Stocks 209
  • Current Value $254 Million
  • Prior Value $224 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 31 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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